Resource Management

  • Resourcing in the Project Workspace

      Overview A project’s Resourcing tab allows project managers and resource managers to see both the team members assigned to a project and the res...

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  • Resource Scheduling Overview

      Overview At Kantata, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. Th...

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  • Resource Recommendations Overview

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview Resource managers have a difficult task for ...

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  • Rate Cards Overview

      NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

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  • Choosing a Rate Card for a Project

    Overview When rate cards are set up, you can select a rate card for a project at any time. If you do not choose a rate card when creating a project...

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  • Custom Rate Cards

      NOTE To use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this update, you need to set...

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  • Distribute Scheduled Hours

      Overview When you use resource estimated hours via estimates or templates to plan your projects, you can duplicate these hours and convert them ...

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  • Resource Estimates

      Overview Estimation occurs prior to the start of a project to ensure that you have the time and resources necessary to be successful. With our R...

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  • Projected Task Budgets

     Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...

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  • Talent Network Overview

        Overview The Talent Network feature makes it easy for external partners and freelancers to join your Mavenlink account and expand your resourc...

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  • Managing External Partners and Members

        Overview The Talent Network feature allows you to connect with other companies—known as External Partners— and use their employee resources—kn...

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  • External Members Side Panel Overview

        Overview The External Members side panel consists of several sections where you can view or edit external member details and information. Thes...

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  • Convert an Account Member to an External Member

        Overview If you have an account member(s) that you want to convert to an External Member in your Talent Network, you can do so with the Accoun...

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  • Internal and External Members in Insights Reports

    Learn how to filter internal and external members from your Insights dashboards and reports.  User Permissions Needed: Account Administrator, Repo...

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